Debbie Mahanta

Introducing Debbie

Debbie has over 25 years’ experience in Wealth Management in the UK and Switzerland, with a focus on intergenerational wealth planning. Many roles have involved coordinating external legal and tax advice for optimal client outcomes, especially when dealing with business owners and other Private Clients.

During her career, Debbie has delivered HNW strategy and development programs in specialist areas of advice such as sports and entertainment, personal injury and divorce planning. Her work with the EIS Association had led to a keen interest in working with entrepreneurs and early-stage businesses looking to scale and work towards an eventual exit across multiple sectors.

As a long-standing committee member of the STEP City of London Branch, she looks to bring her financial services expertise to the wider STEP community of professional services practitioners. Her main focus at Bowmore is to develop key strategic partnerships to service the complex needs of HNW clients.